Once you create a message, action templates (AT) that are linked to this message will be generated automatically in the project.
When are action templates generated?
Bulk campaign: ATs are generated when a message is sent.
Tailor-made trigger workflows: ATs are generated once you finish editing and the status changes to Automated campaign is ready.
What ATs are generated and when are they assigned to customers?
Let’s look at a Double Opt-In email as an example.
While it is being created, the ATs are generated automatically. You can find these listed in the screenshot below.
ATs are assigned to a customer once the customer’s status for the email changes:
"Message template" — an email was composed. This does not mean it was sent.
"Message template Sent" — the email was sent to the mail server.
"Message template Open" — the email was opened.
"Message template Click" — a customer clicked on the link in the email.
"Message template Unsubscribe request" — a customer clicked on the Unsubscribe link in the email.
"Message template Delivery failure"— the email was sent but not delivered. Click on the Action line to find out why:
"Message template Not sent" — the email was not sent:
How are ATs recorded in a customer’s profile?
A customer is assigned a relevant AT automatically every time the status changes for a message to the customer.
All the assigned actions are recorded in the customer’s profile along with the timestamp and touchpoint of the action.
For example, the customer has clicked a URL in a message.
If we look at their history of actions, we’ll see emails that were sent, as well as opens and clicks:
Each action is clickable and allows you to view additional details:
As you can see, you have a few links here:
Message: this will take you to the page where you can edit the email template.
View: click on this URL to view the personalized email that was sent to this specific customer.
Forward: for email campaigns only. A customer will receive AT after sending.
Same actions: all the events when this action template was assigned to any customer. If you click this link, you’ll be taken to the **Actions** page with this action applied in the filter.
How to use message Action Templates:
1. Use the filter to select the customers that the message was sent to:
2. Select the customers that the message was delivered to.
There is no "Delivered" status available here. To find customers who the message was delivered to, add the following two conditions: that the message was sent + that the status is not "not delivered":
3. Filter the customers who have opened the message:
4. Filter the customers who have not opened the message that was sent to them:
5. Filter the customers who have clicked the URL in the message:
6. Filter the customers who opened the message but did **not** click the URL:
7. Filter the customers who have clicked on the unsubscribe link in the message:
